Nine Sunrise Industries With The Greatest Potential In 09 Years

What are the future development prospects of various industries?

Where is the opportunity?

Here we select the top eight industries in the "2009 China's 30 subdivision emerging industries list", and make a brief analysis of each industry from the aspects of market demand, development status, relevant industrial policies and future prospects.

Through the interpretation of the 8 major sub sectors, we find that these new industries have broad development space and represent the direction and focus of future industrial development.

A series of relevant statistical data also show that VC and PE have been investing more and more in these emerging industries in recent years, and have injected fresh blood into the development of these industries.

3G: there is "gold mine" on the industrial chain. The reason why 3G is on the list is that 3G is expected to bring China into the era of full mobile Internet access. The huge market demand is enough to make several gold mines in the 3G industry chain, accompanied by the issuance of 3G (third generation mobile communication) licences, and become the true sense of the first year of 3G in China.

3G portal CEO Deng Yuqiang recently said publicly that under the global economic crisis, the only bright spot in the field of venture capital is China's wireless Internet.

Although the views of Mr Yu and Deng are somewhat arbitrary, from the recent investment data, investment in the concept of 3G is more intensive.

In February 18th, the air network announced that it had invested $6 million 800 thousand in NOKIA's venture capital sector NOKIA growth partners to purchase its 5 year convertible senior debt.

Remarks: Telstra, an Australian telecom operator, has announced that it will invest 302 million Australian dollars (about 190 million US dollars) to acquire 67% of China's two SP companies.

In May last year, Zhang Fan held a "Conference on the development direction and investment opportunities of wireless applications in the era of 3G". The pioneer partner of Sequoia Capital said that he was optimistic about the "wireless field" and was investing frequently. Ding Jian, founder of Jinsha River venture, said that the wireless industry accounts for nearly half of its investment projects; Ji Yuan partners Sun Wenhai said that the wireless field will be the next gold mine.

From the perspective of major venture capitalists, the concept of 3G has become a deterministic opportunity.

Deng Yuqiang believes that in the face of China's huge mobile phone users, SP operators and wireless Internet will face great opportunities for development.

Health care: the eternal reason for the rising sun industry: the relationship between people's livelihood, sustained growth, no periodicity, and stable profits. "Health care will be the three focus of IBM company in 2009."

A IBM insider has said publicly.

Facing the business opportunities of health care reform of 850 billion yuan, many pnational corporations such as IBM, SIEMENS, CISCO, GE and so on have taken actions one after another.

From the introduction of 12 new venture industries, the medical industry is generally optimistic. IDG, Qing Ke, Softbank Sai Fu, Qiming venture capital and other 9 introduced the medical industry and gave high marks.

The medical industry is closely related to the life of the residents. With the increasing wealth of the residents, the demand for health is getting higher and higher.

Because of this, the total sales volume of the medical industry has been expanding and has no cyclical characteristics, so the medical industry is also regarded as the "eternal sunrise industry".

From the past trend of the A share market, bulls and bulls bear strong investment opportunities.

From the international situation, with the rapid growth of China's pharmaceutical market, China's pharmaceutical consumption has increased year by year. China is becoming a "big cake" that the world pharmaceutical market can't ignore.

Data show that over the past four years, China's pharmaceutical market (excluding OTC and proprietary Chinese medicines) has grown at an annual rate of around 20%.

The industry expects that by 2013, the scale of China's pharmaceutical market will reach 390 billion yuan and become the third largest market in the world.

The medical industry in this list is in a broad sense, including three aspects: the pharmaceutical industry, medical devices and medical services.

According to the statistics published in China, there have been 48 investment cases in the medical industry since February 2008, involving an investment amount of US $610 million.

From this we can see that the medical industry has become the "meat and potatoes" in the eyes of venture capital.

The chain service industry: the top student in the traditional industry is the top student in the traditional industry. The reason is that the chain mode can change the traditional service industry, reduce the cost of learning and brand promotion, and gain the advantage of the pioneer. With the concept of "Chinese consumption" being sought after in the foreign capital market, the chain innovation brand in the traditional service industry has always attracted the attention of the investment circles.

RobertJohn, a Merrill Lynch Investment Banker, once said that the concept of simple China can no longer impress investors in the United States, and enterprises with consumer concepts will be more popular.

According to the statistics of investment group, the investment cases of VC and PE in chain service industry in 2008 amounted to 35, involving 816 million US dollars.

Although the business content of chain service industry is not unique, the chain mode can bring consistent experience and expectation to consumers, and can quickly cover the market through standardized management, duplication of product and management experience.

In addition, chain operation can also reduce the cost of learning and brand promotion, and it is easier to get the advantage of the pioneer.

With the increasing wealth of Chinese residents, the Chinese consumer market is attracting increasing attention worldwide.

Jiang Xiaodong, chief representative and director of NEA China, believes that the change of consumption structure is a change in essence in recent years. China may have a global consumer service brand.

In his view, when China's service industry accounts for 70% of the total GDP, similar companies like UPS, GAP and Warmart will appear in China.

From the perspective of domestic chain service industry, there are many famous brands such as Home Inn, red children, and little sheep.

Although the chain service industry is out of line with traditional industries, its profitability is no less than that of other emerging industries.

Relying on the huge potential consumer market, the development of chain services will continue to attract more attention.

Wind power: the most mature clean energy source is: the technology and mode are mature; the global wind power is developing rapidly; the potential of China's market is huge. The Global Wind Energy Council recently announced that the global installed capacity reached 27 million kilowatts in 2008, an increase of 28.8%, which is higher than the average growth rate over the past 10 years.

By the end of last year, the total installed capacity of the world had exceeded 120 million 800 thousand kilowatts, which was equivalent to 1.58 million tons of carbon dioxide emission reduction.

Steve, Secretary General of the Global Wind Energy Council.

Sawyer believes that the global market has a huge and sustained growth demand for zero emission technologies such as wind power.

In order to avoid the consequences of irreversible climate change, global greenhouse gas emissions must peak before and after 2020, and wind power is the only power generation technology that can achieve this goal.

According to the European Wind Energy Association, wind power has become the leading power of Europe's new power installed capacity.

In terms of clean energy, from the maturity of technology and development mode, wind power generation is relatively mature because of its relatively mature technology, and it provides more energy than solar energy and bio energy and other renewable energy sources. It will lead other new energy in a long time.

In terms of China, wind power generation is in a stage of rapid development in recent years.

Data show that in 2008, the installed capacity of nearly 1/3 in the world took place in Asia, with the most significant growth in China, with an installed capacity of 6 million 300 thousand kilowatts.

China's total installed capacity of wind power has exceeded 12 million kilowatts, accounting for 23% of the world's total, ranking second.

Steve.

Sawyer announced last year that China will become the world's largest producer of wind turbines in 2009, which will bring new changes to the rapidly developing renewable energy sector.

The reason why the world is optimistic about China's wind power industry is mainly because China's wind power enterprises have great cost advantages, and the level of technology is not weak.

In addition, the capacity expansion of Chinese enterprises has been very fast and manufacturing capability is very strong.

At present, there is no export of wind power equipment produced in China. Once the government supports it, the export of wind power equipment in China will develop rapidly and share the feast of the rise of the global wind power.

Remarks: in the medium and long term development plan of renewable energy announced in China, the total installed capacity of wind power will reach 30 million kilowatts by 2020.

On the whole, wind power will have a great future in China.

Financial services industry: the crisis will not change the growth prospects. The reasons for this are: the financial crisis needs the support of the financial services industry. After that, capital flows also need new terms such as "small business seed fund", "sales chain financing", "data financing" and "inventory pledge", which have frequently appeared in the media after the financial crisis.

Although the current global financial crisis has had a strong impact on the financial services industry, industry experts have said that the financial crisis will not change the growth prospects of the financial services industry.

The frequent emergence of these new terms also indicates that the financial crisis has to rely on the new financial services industry.

With the increasingly sophisticated western developed countries, the developing countries are experiencing sustained and rapid growth.

This will lead to huge international capital flows, and some of the current financial services can play a catalytic role in this process.

From the perspective of capital flow, financial services industry is a real industry facing the global market.

Siegel, a professor of finance at the Walton School of business at University of Pennsylvania, said the change in the current financial crisis is only the player's name and will not change the future growth prospects of the financial services industry.

In response to the financial crisis, the state has introduced a series of policies in the field of financial services aimed at solving the problem of capital chain tension.

Among them, the establishment of small loan companies to attract private capital to enter is one of the measures to deal with the financial crisis.

This means that the "underground bank" which is "unable to see the sun" is being "adapted" gradually, and has begun to intervene in the financial services industry openly and honestly.

In addition, if the lender Ordinance is promulgated, it will be the biggest reform of China's financial industry in the past 30 years.

Since individual lending can be legalized, it should be recognized that private finance has become an indispensable part of China's financial industry.

Whether it is an enterprise or an individual, it will only grow and never decline.

This means that the next development space for the financial services industry will be very broad.

The financial services industry will be more and more refined to better meet the different needs of different customer groups.

The reason why new energy vehicles are on the agenda: the power battery has a promising future. Wang Chuanfu, the chairman of BYD's low-key BYD, once said "BYD will become the first auto company in the country in 2025 and become the world's first in 2025."

Wang Chuanfu's high profile is not without reason. As China's largest rechargeable battery manufacturer and Buffett's investment of HK $1 billion 800 million, BYD will have bright prospects in the field of electric vehicles.

To cope with the global energy crisis, the western developed countries have found out a new way of energy consumption, which is mainly coal, oil and electricity. "Replacing electricity with electricity" is becoming a development trend to alleviate global energy shortage.

From the domestic perspective, the contradiction between energy supply and demand has become increasingly prominent and the dependence on foreign countries has been increasing. Automobile oil consumption accounts for 1/3 of the total oil consumption in the country. The development of clean new energy vehicles is an inevitable choice for energy pformation.

There is a certain reason for the "bold plan" for the future automobile industry.

As the key component of electric vehicle, power battery restricts the development of electric vehicle.

It can be said that the focus of competition in the future automotive industry is on the power battery.

From the policy point of view, from the "85" to "11th Five-Year" and the November 1, 2007 "new energy vehicle production admittance rules" promulgated, the government's new policy on new energy vehicles will be released, and we can see that the country is determined to speed up the development of new energy vehicles.

From a market perspective, the development of new energy vehicles is the general trend.

Against this background, power batteries will have a vast space for development and become the "gold industry" in the era of new energy vehicles.

According to the world energy organization (IEA), the European joint research center and the European Photovoltaic Industry Association, the world's photovoltaic power generation will account for 1% of the total electricity in 2020. Photovoltaic power generation will account for 20% of the global electricity generation in 2020. According to this prediction, the growth rate of the global PV industry will be as high as 25%-30%. in the next few decades. China's solar photovoltaic industry will be in the three position (technology is out, raw materials are outside the market), and in 2008, due to the payment of gold.